Coburn Barrett

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Last updated: February 18th, 2020. Data source: SEC filings.

Coburn Barrett, federally registered in 2013, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 4 advisors. Coburn Barrett manages $150.8 million and provides investment advisory services for 2 clients (1:1 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 9
Percentage of Advisors Trusted Less than 1%
Minimum Investment $2,000,000
Average Client Balance $75,390,505
Total AUM $150.8 million
Advisor / Client Ratio 1:1
Headquarters 1562 Grant Ave San Francisco, CA 94133
SEC Filings View SEC IAPD CRD #166464
State(s) Registered CA, WY

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.